Global View Capital Advisors Mid-Wisconsin is a holistic financial planning firm with advisors who have strong ties to this community and equally strong experience in providing for it. We utilize our tools to address each aspect of your life, and we customize your plan to your idea of the perfect future and your goals. We’re also proud to be an independent firm, meaning that we stand at your side, not the side of major insurance companies and carriers. Piece-by-piece, we can use a variety of different asset classes and components to build a portfolio in accordance with your objectives for accumulation and distribution, ensuring that you’re prepared for growth, protection and transition.

We know that retirement can be scary, but it should also be one of the most exciting and thrilling periods of your life. We can help you develop a plan to reach the retirement you’ve always dreamed of, as well as one that protects the funds that help you live your desired lifestyle. It’s important to remember, a distribution strategy is just as crucial as an accumulation strategy, and we want to help you make your money last a lifetime with income and protection strategies that offer features in alignment with your goals. With Global View, retirement isn’t the end; it’s the beginning, and we’re your partner in a stage of your life that is filled with opportunities for both you and your loved ones.

Sometimes, keeping more of your hard-earned money can be just as satisfying and important as growing your assets. We utilize our experience and our knowledge of ever-changing tax regulations to help you create a plan that can minimize your tax obligation. We can also help you understand the difference between tax-free and tax-deferred funds, which can play a major role in your retirement. Simply by understanding your goals and your circumstances, we may be able to employ a strategy that protects you from major tax bills or unneeded required minimum distributions, thereby ensuring that more of your money lands in your pocket to be used for what you deem important.

Our connections and our independence give us, and by extension each of our valued clients, access to the most innovative insurance solutions the marketplace has to offer. These solutions are no longer solely about protection in the event of the worst. They can now be leveraged or included as an asset in a portfolio to help clients who may not be interested in partaking in the ebbs and flows of the market. At the same time, they can still offer the classic benefit of beneficiary protection, giving your heirs peace of mind should they fall into a difficult financial period. Global View Mid-Wisconsin can help you explore options that may be in alignment with your goals and your tolerance for risk.

Our licenses and registrations give us the ability to completely customize a portfolio to manage your wealth, no matter what your goals may be. Through gaining a complete and thorough understanding of your circumstances and how you’d like your assets to work for you, we can tailor a strategy to you. We can also implement an investment plan that accounts for your desired level of growth, protection and liquidity. We believe this is our highest level of service, and as you entrust us with your most valuable possession, your future, we are firmly against cookie-cutter portfolios designed by conventional rules. We’re here to help you reach your unique objectives with a wealth portfolio to match them.

Though no one enjoys talking about what will happen after they’re gone, a legacy and estate plan can be one of the most crucial aspects of a holistic financial plan. Moreover, it can be one of the most empowering pieces, ensuring that you get to dictate what happens to your belongings and your assets when you’re gone. After all, you worked so hard to accumulate them, so you should have a say in where, or to whom, they go. It can also help your loved ones avoid catastrophic and expensive probate courts that don’t have their best interests in mind. An estate and legacy plan is one of the most effective ways to provide them with peace of mind and allow them to grieve when they need it most.